Bob FitzSimmons, CFP^®, MBA

Bob FitzSimmons, CFP^® is the President of FP Wealth Management, Inc. Bob began in the financial services industry after serving in the United States Air Force and working for more than 24 years as a marketing executive with three major consumer goods companies. Over the years, Bob’s financial planning services practice has grown to more than 1,000 clients located in 25 states. Bob has been quoted in The New York Times, Wall Street Journal, USA Today, Omaha World Herald, Lincoln Journal-Star and a variety of professional publications.

In 2013, Bob was honored with the O.R. Frey award from the Cornhusker chapter of the National Association of Insurance and Financial Advisors (NAIFA)* for professional and community leadership. Bob is active in the financial services’ professional organizations, serving on the Financial Services Institute’s (FSI) Conference Committee and the National Government Affairs Committee of the National Association of Insurance and Financial Advisors (NAIFA). In the past, he served as the chair of the Nebraska State Political Action Committee (PAC) for NAIFA, on the national boards of the Institute of Certified Financial Planners (ICFP) and the Financial Planning Association (FPA) and the Nebraska state ICFP and FPA Boards.

In addition to his involvement in the financial services industry, Bob also gives back to the Lincoln, Nebraska community by donating time, talent and resources to an array of worthy causes and community service organizations that focus on education, including TeamMates Mentoring Program, Junior Achievement LPS teacher, and co-chair of LPS Middle School Student Housing Community Task Force, chair of St. Mark’s United Methodist Foundation, State of Nebraska Owned Wyuka Cemetery and Funeral Home Board Trustee and a leadership position in Kiwanis Club-Lincoln Center and past president of Lincoln Exec Club.

Bob earned his undergraduate degree in Business Administration from University of Kansas in 1962, a MBA from Northwestern University in 1966 and his CFP^® designation from the College for Financial Planning in 1989.

He has been married to his wife, Janice for over 50 years and has three children and five grandchildren. Bob and his wife have traveled extensively through the Americas, Europe, Asia, Australia and North Africa. Additionally, he has competed in modified triathlon and Iron Man competitions through his health club and is an avid sports fan and season ticket holder to UNL men’s football, basketball and baseball games, plus UNL women’s volleyball and basketball games.

My Continuity Plan:

I am frequently asked by clients what would happen to their investment accounts should I suffer a life-threatening illness or accident or one day retire. The good news is that I have had a formal continuity and succession plan in place for several years. The plan is in place so that our clients will not experience any disruption in the level of financial services they have experienced for many, many years. 

Jason Peplinski has for several years been the key investment services professional backup in my office. He is named in my formal written continuity plan should anything happen that would limit my capacity in the short or long run to service clients.

Jason and I first started working together in November 2007. During this time, Jason has repeatedly demonstrated a level of client service and investment knowledge that is both broad and comprehensive.

I have seen first-hand how he assists his clients and believe his ethics and service mentality are qualities with which my clients will be comfortable. He has been engaged in the financial service business for more than 25 years. Accordingly, Jason is both a partner and Vice President of FP Wealth Management, Inc. I look forward to introducing him to you on your next visit to the office.

Of course, I still plan to be around and will continue to help my clients address their investment goals and objectives. But it is great to be surrounded by a competent team who can continue on seamlessly should an unforeseeable illness or accident occur.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multi-line sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.